金吾财讯 | 智驾概念延续升势，浙江世宝(01057)升5.27%，禾赛(02525)升4.05%，文远知行(00800)升3.47%，小马智行(02026)升3.3%，速腾聚创(02498)升1.1%。12月15日，工业和信息化部正式公布我国首批L3级有条件自动驾驶车型准入许可名单，标志着中国智能网联汽车发展迈入实质性应用阶段。国信证券发布研报称，随着L2/L2+级自动驾驶汽车渗透率持续增长，带动智能驾驶相关的零部件成本下降，而L4和L2/L2+的零部件存在共通性，L4级自动驾驶硬件的成本进一步降低，Robo-X预计在2026年迎元年时刻。市场空间方面，2030年，参考文远知行招股说明书，全球L4市场空间上万亿，国内出租车和网约车年化市场规模2360亿元，2025年Robotaxi在共享出行里面占比0.6%。竞争格局方面，建议关注Robotaxi、Robovan、Robotruck、Robobus以及Robosweeper入局玩家。
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